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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,262 | $73,863-44.1% | $143,797-71.3% | $68,490-39.8% |
| Participation rate | 28.9% | 66.7%-37.7pp | 80.3%-51.4pp | 67.9%-38.9pp |
| Annual return | -17.48% | 0.91%-18.4pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,465 | $3,385-56.7% | $5,638-74.0% | $4,028-63.6% |
| Admin fee / account holder | $3,740 | $5,756-35.0% | $14,679-74.5% | $5,403-30.8% |